Simplicity Wealth Atlanta
Money is personal. We believe investors deserve professional guidance that provides them with a customized financial strategy focused in their individual needs and objectives.
A Disciplined, Holistic Foundation
Simplicity Wealth Atlanta is a comprehensive financial services firm with local advisors dedicated to helping Atlanta ‘s residents and beyond navigate their financial journey with confidence.
Our approach is built on holistic planning, where investment and insurance strategies are designed to complement one another to help you meet your financial goals.
The foundation of each plan is based on understanding:
- Impact of Key Considerations: How six fundamental financial planning considerations may impact your financial life and which strategies may be implemented to help mitigate their effects.
- Wealth Optimization: How to effectively accumulate and protect your wealth over time, aligned with your risk tolerance and investment preferences.
Our wealth management platform is designed to elevate your overall experience. By leveraging institutional-level investing and technologies, we help you manage risk while maximizing your household portfolio’s potential. We provide our clients with:
- Institutional-Level Investing: Access to vetted money managers, model suites, and sophisticated trading strategies.
- Advanced Technology: Innovative risk management tools, including Value at Risk (VaR) Analysis and AssetLock technology.
- Optimized Planning: A robust technological infrastructure designed to optimize plan development and implementation.
Once your plan is implemented, we proactively manage and evaluate your progress, adjusting for shifting objectives and changing market dynamics. Our goal is to exceed expectations through a transparent process and proactive communication to help ensure you remain confident throughout our partnership.
Our mission is to help investors build confidence through a focused, personalized approach to their financial strategy. We provide strategic guidance designed to assist our clients in making informed decisions for their financial future.
Team
Justin Jones
Investment Adviser Representative
Justin Jones is a 22-year veteran of the financial services industry, bringing a rare level of institutional insight to his clients’ portfolios. He spent the first decade of his career as a wholesaler within a major international insurance corporation—an experience that gave him an “under the hood” look at financial product engineering and risk management.
Today, Justin leverages that insider knowledge to move beyond traditional sales, focusing instead on holistic wealth management. As an Investment Adviser Representative (IAR) at Simplicity Wealth, he acts as a fiduciary, prioritizing strategic growth and long-term stability for the individuals and families he serves.
Areas of Expertise
Justin’s practice is centered on sophisticated investment and retirement strategies, ensuring every piece of a client’s financial puzzle works in harmony:
- Fiduciary Investment Management: Building and managing portfolios aligned with long-term wealth goals.
- Comprehensive Retirement Income Planning: Creating sustainable, high-end income streams for life after work.
- Advanced Market Concepts: Expertise in premium financing and leveraged solutions for high-net-worth scenarios.
- Strategic Risk Mitigation: Integrating advanced life insurance solutions for tax-efficient wealth transfer and business continuity.
Credentials & Licenses
Justin is a graduate of the University of Illinois at Urbana-Champaign. He is a registered investment professional, having passed the Series 65 Uniform Investment Adviser Law Exam. Additionally, he holds Life, Accident, and Health licenses in Georgia, Ohio, Minnesota, and California.
Personal Life
Justin lives in Gwinnett County, Georgia, with his wife, Jennifer, their two children, Jameson and Juliana, and their two dogs, Vinnie and Murphy. With both kids heavily involved in baseball and volleyball, Justin and Jennifer spend most of their evenings at the ballpark or the gym. When he isn’t volunteering or cheering, Justin enjoys a round of golf and remains a loyal fan of the St. Louis Cardinals and Minnesota Vikings.
Simplicity Wealth Senior Leadership
Services

Income Planning
Ensure your retirement income lasts as long as you do.
We help you create a reliable, tax-efficient income stream by integrating Social Security, pensions, annuities, and investments. The result is a sustainable withdrawal strategy you can count on throughout retirement.

Investment Planning
Grow and protect your nest egg with purpose.
Our investment strategies are customized to match your risk tolerance, time horizon, and retirement goals. We focus on asset allocation, downside protection, and consistent performance—not speculation.

Tax Planning
Keep more of what you’ve earned.
Smart tax planning is essential in retirement. We work with tax professionals to help you minimize tax liabilities through Roth conversions, withdrawal sequencing, charitable giving strategies, and more.

Long-Term Care Planning
Prepare today so you’re not caught off guard tomorrow.
We help evaluate your options for long-term care coverage, balancing affordability with quality care to protect your assets and preserve your independence.

Healthcare Planning
Make confident Medicare and health coverage decisions.
Healthcare can be one of the biggest expenses in retirement. We assist in estimating costs, understanding Medicare choices, and integrating those expenses into your retirement plan.

Legacy Planning
Leave a legacy that reflects your values.
We help you plan how your assets will be distributed, protected, and preserved for future generations—while also reducing probate costs, taxes, and family stress.

Annuities
Protect your principal while generating guaranteed income.
Fixed Indexed Annuities (FIAs) and other annuity options can offer growth potential, income guarantees, and even tax mitigation strategies. We’ll help determine if an annuity fits your plan.























